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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Northeast Financial Consultants Inc INSTITUTION : Northeast Financial Consultants Inc
Northeast Financial Consultants Inc Portfolio (reported on 2020-05-13)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (GROWTH ETF) VUG 90,434,000 577,183 10.24%
PFIZER INC    (COM) PFE 89,740,000 2,749,383 10.17%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 44,712,000 631,983 5.06%
BROADMARK RLTY CAP INC    (COM) 33,059,000 4,396,534 3.74%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 31,680,000 173,273 3.59%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 26,082,000 210,803 2.95%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 23,061,000 223,066 2.61%
ISHARES TR    (CORE DIV GRWTH) DGRO 22,212,000 681,608 2.51%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 19,078,000 147,992 2.16%
AMAZON COM INC    (COM) AMZN 18,973,000 9,732 2.15%
MICROSOFT CORP    (COM) MSFT 18,720,000 118,714 2.12%
SPDR SER TR    (S&P 600 SML CAP) DSC 17,667,000 364,790 2.00%
BLACKSTONE MTG TR INC    (COM CL A) BXMT 17,041,000 915,316 1.93%
JPMORGAN CHASE & CO    (COM) JPM 16,675,000 185,233 1.88%
APPLE INC    (COM) AAPL 15,381,000 60,490 1.74%
CSX CORP    (COM) CSX 15,093,000 263,400 1.71%
INVESCO QQQ TR    (UNIT SER 1) 12,736,000 66,891 1.44%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 12,524,000 48,588 1.41%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 12,035,000 237,287 1.36%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 10,784,000 243,703 1.22%
ALPHABET INC    (CAP STK CL C) GOOG 9,051,000 7,784 1.02%
LIBERTY BROADBAND CORP    (COM SER C) LBRDK 8,854,000 79,970 1.00%
MERCK & CO. INC    (COM) MRK 8,849,000 115,017 1.00%
ALPHABET INC    (CAP STK CL A) GOOGL 8,717,000 7,502 0.98%
SHELL MIDSTREAM PARTNERS L P    (UNIT LTD INT) SHLX 8,614,000 863,096 0.97%
CABLE ONE INC    (COM) CABO 8,212,000 4,995 0.93%
CHEVRON CORP NEW    (COM) CVX 7,509,000 103,636 0.85%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 7,146,000 88,932 0.80%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL IND) 7,041,000 71,791 0.79%
DISNEY WALT CO    (COM DISNEY) DIS 7,019,000 72,665 0.79%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 5,915,000 413,625 0.67%
BK OF AMERICA CORP    (COM) BAC 5,826,000 274,408 0.66%
WASTE MGMT INC DEL    (COM) WMI 4,989,000 53,900 0.56%
JOHNSON & JOHNSON    (COM) JNJ 4,882,000 37,231 0.55%
EXXON MOBIL CORP    (COM) XOM 4,881,000 128,540 0.55%
LILLY ELI & CO    (COM) LLY 4,770,000 34,388 0.54%
MPLX LP    (COM UNIT REP LTD) MPLX 4,696,000 404,158 0.53%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 4,047,000 17,088 0.45%
HOME DEPOT INC    (COM) HD 4,030,000 21,585 0.45%
ROYAL DUTCH SHELL PLC    (SPON ADR B) RDS-B 3,929,000 120,290 0.44%
PROCTER & GAMBLE CO    (COM) PG 3,594,000 32,674 0.40%
TYLER TECHNOLOGIES INC    (COM) TYL 3,577,000 12,061 0.40%
ISHARES TR    (CORE S&P500 ETF) IVV 3,500,000 13,543 0.39%
L3HARRIS TECHNOLOGIES INC    (COM) 3,391,000 18,824 0.38%
SCHWAB CHARLES CORP    (COM) SCHW 3,381,000 100,554 0.38%
KKR & CO INC    (CL A) 3,341,000 142,350 0.37%
BLACKSTONE GROUP INC    (COM CL A) 3,319,000 72,841 0.37%
METLIFE INC    (COM) MET 3,264,000 106,787 0.36%
PHILIP MORRIS INTL INC    (COM) PM 3,261,000 44,697 0.36%
ISHARES TR    (CORE S&P SCP ETF) IJR 3,251,000 57,940 0.36%
WISDOMTREE TR    (US MIDCAP FUND) EZM 3,187,000 120,645 0.36%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 3,159,000 35,570 0.35%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 3,018,000 73,567 0.34%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 2,965,000 53,202 0.33%
BP PLC    (SPONSORED ADR) BP 2,962,000 121,439 0.33%
PHILLIPS 66 PARTNERS LP    (COM UNIT REP INT) PSXP 2,721,000 74,700 0.30%
MASTERCARD INC    (CL A) MA 2,697,000 11,166 0.30%
PEPSICO INC    (COM) PEP 2,667,000 22,204 0.30%
ISHARES TR    (RUSSELL 2000 ETF) IWM 2,487,000 21,726 0.28%
MCDONALDS CORP    (COM) MCD 2,424,000 14,660 0.27%
ZOETIS INC    (CL A) ZTS 2,347,000 19,944 0.26%
DEERE & CO    (COM) DE 2,214,000 16,028 0.25%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 2,212,000 60,621 0.25%
ISHARES TR    (CORE HIGH DV ETF) HDV 2,179,000 30,459 0.24%
WELLS FARGO CO NEW    (PERP PFD CNV A) WFC/PL 2,141,000 1,680 0.24%
F M C CORP    (COM NEW) FMC 2,130,000 26,075 0.24%
FIRST TR EXCHANGE-TRADED FD    (NASDAQ 100 EX) QQXT 2,051,000 41,746 0.23%
ARES CAPITAL CORP    (COM) ARCC 2,013,000 186,756 0.22%
BP MIDSTREAM PARTNERS LP    (UNIT LTD PTNR) 1,981,000 212,781 0.22%
CEDAR FAIR L P    (DEPOSITRY UNIT) FUN 1,974,000 107,650 0.22%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,935,000 6,823 0.21%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,827,000 9,403 0.20%
ISHARES TR    (RUS MDCP VAL ETF) IWS 1,786,000 27,867 0.20%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 1,690,000 2,448 0.19%
COCA COLA CO    (COM) KO 1,625,000 36,729 0.18%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 1,590,000 14,973 0.18%
SENSATA TECHNOLOGIES HLDNG P    (SHS) 1,570,000 54,273 0.17%
APOLLO GLOBAL MGMT INC    (COM CL A) 1,517,000 45,277 0.17%
ALTRIA GROUP INC    (COM) MO 1,516,000 39,212 0.17%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 1,511,000 11,055 0.17%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,496,000 9,063 0.16%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,481,000 13,349 0.16%
INTERNATIONAL FLAVORS&FRAGRA    (COM) IFF 1,480,000 14,500 0.16%
VISA INC    (COM CL A) V 1,477,000 9,165 0.16%
PNC FINL SVCS GROUP INC    (COM) PNC 1,477,000 15,426 0.16%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,414,000 9,548 0.16%
VANGUARD WHITEHALL FDS    (INTL HIGH ETF) 1,384,000 30,563 0.15%
DOW INC    (COM) 1,366,000 46,702 0.15%
MONDELEZ INTL INC    (CL A) MDLZ 1,353,000 27,023 0.15%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 1,349,000 16,591 0.15%
TEXAS INSTRS INC    (COM) TXN 1,315,000 13,160 0.14%
DYADIC INTL INC DEL    (COM) DYAI 1,300,000 250,000 0.14%
BIOGEN INC    (COM) BIIB 1,229,000 3,884 0.13%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,223,000 22,753 0.13%
GOLDMAN SACHS GROUP INC    (COM) GS 1,214,000 7,854 0.13%
AMGEN INC    (COM) AMGN 1,198,000 5,909 0.13%
BROADCOM INC    (COM) 1,179,000 4,973 0.13%
TRANE TECHNOLOGIES PLC    (SHS ) 1,176,000 14,236 0.13%
ISHARES TR    (U.S. MED DVC ETF) IHI 1,156,000 5,130 0.13%
LOCKHEED MARTIN CORP    (COM) LMT 1,136,000 3,353 0.12%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,135,000 7,531 0.12%
UNITEDHEALTH GROUP INC    (COM) UNH 1,127,000 4,518 0.12%
SALESFORCE COM INC    (COM) CRM 1,112,000 7,721 0.12%
INVESCO EXCHANGE TRADED FD T    (AEROSPACE DEFN) 1,097,000 22,000 0.12%
COMCAST CORP NEW    (CL A) CMCSA 1,095,000 31,857 0.12%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,088,000 4 0.12%
MGP INGREDIENTS INC NEW    (COM) MGPI 1,076,000 40,000 0.12%
CITRIX SYS INC    (COM) CTXS 1,050,000 7,421 0.11%
ATHENE HLDG LTD    (CL A) 1,042,000 42,000 0.11%
HONEYWELL INTL INC    (COM) HON 1,037,000 7,752 0.11%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 996,000 216,482 0.11%
STARBUCKS CORP    (COM) SBUX 992,000 15,085 0.11%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 988,000 22,835 0.11%
CORNING INC    (COM) GLW 987,000 48,063 0.11%
TJX COS INC NEW    (COM) TJX 971,000 20,320 0.11%
GOLUB CAP BDC INC    (COM) GBDC 970,000 77,233 0.10%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 963,000 4,046 0.10%
KIMBERLY CLARK CORP    (COM) KMB 957,000 7,488 0.10%
AUTODESK INC    (COM) ADSK 949,000 6,081 0.10%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 937,000 33,854 0.10%
PHILLIPS 66    (COM) PSX 936,000 17,450 0.10%
FACEBOOK INC    (CL A) FB 921,000 5,523 0.10%
WALMART INC    (COM) WMT 907,000 7,981 0.10%
RAYTHEON CO    (COM NEW) RTN 907,000 6,915 0.10%
SEAGATE TECHNOLOGY PLC    (SHS) STX 906,000 18,575 0.10%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 898,000 7,091 0.10%
NORTHROP GRUMMAN CORP    (COM) NOC 881,000 2,913 0.09%
HANNON ARMSTRONG SUST INFR C    (COM) HASI 878,000 43,000 0.09%
ABBVIE INC    (COM) ABBV 876,000 11,498 0.09%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 872,000 22,419 0.09%
ILLINOIS TOOL WKS INC    (COM) ITW 842,000 5,925 0.09%
CUMMINS INC    (COM) CMI 813,000 6,005 0.09%
PAYPAL HLDGS INC    (COM) PYPL 811,000 8,466 0.09%
ISHARES TR    (INTL QLTY FACTOR) 808,000 31,274 0.09%
AVANGRID INC    (COM) 792,000 18,083 0.08%
NIKE INC    (CL B) NKE 790,000 9,544 0.08%
SPDR SER TR    (S&P DIVID ETF) SDY 784,000 9,818 0.08%
ALLERGAN PLC    (SHS) AGN 779,000 4,399 0.08%
TWITTER INC    (COM) TWTR 768,000 31,276 0.08%
ISHARES TR    (RUS 1000 VAL ETF) IWD 766,000 7,725 0.08%
ADESTO TECHNOLOGIES CORP    (COM) 761,000 68,000 0.08%
ABBOTT LABS    (COM) ABT 741,000 9,391 0.08%
ISHARES TR    (MSCI AC ASIA ETF) 735,000 12,300 0.08%
REGENERON PHARMACEUTICALS    (COM) REGN 731,000 1,497 0.08%
NVIDIA CORP    (COM) NVDA 711,000 2,698 0.08%
TE CONNECTIVITY LTD    (REG SHS) TEL 707,000 11,227 0.08%
NETFLIX INC    (COM) NFLX 703,000 1,874 0.07%
STRYKER CORP    (COM) SYK 662,000 3,975 0.07%
CERNER CORP    (COM) CERN 655,000 10,400 0.07%
NOVARTIS A G    (SPONSORED ADR) NVS 651,000 7,900 0.07%
ECOLAB INC    (COM) ECL 640,000 4,110 0.07%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 601,000 6,787 0.06%
BOEING CO    (COM) BA 586,000 3,932 0.06%
BK OF AMERICA CORP    (7.25%CNV PFD L) BAC/PL 574,000 454 0.06%
AT&T INC    (COM) T 573,000 19,655 0.06%
PLAINS ALL AMERN PIPELINE L    (UNIT LTD PARTN) PAA 569,000 107,700 0.06%
WILLIS TOWERS WATSON PLC LTD    (SHS) WLTW 536,000 3,157 0.06%
JOHNSON CTLS INTL PLC    (SHS) 500,000 18,552 0.05%
WELLS FARGO CO NEW    (COM) WFC 499,000 17,376 0.05%
SPDR SER TR    (PORTFOLIO S&P600) TWOK 493,000 22,587 0.05%
UNIVERSAL CORP VA    (COM) UVV 486,000 11,000 0.05%
ALLSTATE CORP    (COM) ALL 473,000 5,155 0.05%
INVESCO EXCHANGE TRADED FD T    (S&P MDCP400 PR) 469,000 4,200 0.05%
INVESCO EXCHANGE TRADED FD T    (BUYBACK ACHIEV) 465,000 9,600 0.05%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 464,000 13,841 0.05%
OWL ROCK CAPITAL CORPORATION    (COM) 462,000 40,004 0.05%
PAYCHEX INC    (COM) PAYX 453,000 7,200 0.05%
ISHARES TR    (MSCI EAFE ETF) EFA 452,000 8,447 0.05%
SEATTLE GENETICS INC    (COM) SGEN 450,000 3,900 0.05%
LIBERTY MEDIA CORP DEL    (COM C SIRIUSXM) LSXMK 441,000 13,969 0.04%
CREE INC    (COM) CREE 437,000 12,314 0.04%
LINEAGE CELL THERAPEUTICS IN    (COM) 434,000 523,756 0.04%
TAKEDA PHARMACEUTICAL CO LTD    (SPONSORED ADS) TKPYY 412,000 27,122 0.04%
ISHARES TR    (SELECT DIVID ETF) DVY 409,000 5,560 0.04%
WESTERN DIGITAL CORP.    (COM) WDC 408,000 9,808 0.04%
ISHARES TR    (FLTG RATE NT ETF) FLOT 405,000 8,313 0.04%
ISHARES TR    (NASDAQ BIOTECH) IBB 401,000 3,725 0.04%
ISHARES TR    (CORE S&P MCP ETF) IJH 393,000 2,731 0.04%
ISHARES TR    (GLOBAL TECH ETF) IXN 389,000 2,131 0.04%
SONOCO PRODS CO    (COM) SON 385,000 8,300 0.04%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 381,000 8,319 0.04%
CENTENE CORP DEL    (COM) CNC 380,000 6,400 0.04%
IRONWOOD PHARMACEUTICALS INC    (COM CL A) IRWD 377,000 37,355 0.04%
ARES MANAGEMENT CORPORATION    (CL A COM STK) 371,000 11,995 0.04%
IONIS PHARMACEUTICALS INC    (COM) 366,000 7,740 0.04%
GUARDANT HEALTH INC    (COM) 366,000 5,255 0.04%
FREEPORT-MCMORAN INC    (CL B) FCX 362,000 53,558 0.04%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 353,000 2,560 0.04%
ING GROEP N.V.    (SPONSORED ADR) ING 350,000 68,000 0.03%
NUCOR CORP    (COM) NUE 349,000 9,681 0.03%
SPDR INDEX SHS FDS    (ASIA PACIF ETF) GMF 349,000 4,105 0.03%
CVS HEALTH CORP    (COM) CVS 349,000 5,886 0.03%
ISHARES TR    (RUS MID CAP ETF) IWR 348,000 8,061 0.03%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 342,000 1,614 0.03%
KINDER MORGAN INC DEL    (COM) KMI 332,000 23,883 0.03%
BLACKROCK MUNIYIELD FD INC    (COM) MYD 323,000 25,400 0.03%
FIRST TR EXCHANGE TRADED FD    (HLTH CARE ALPH) FXH 314,000 4,250 0.03%
INGERSOLL RAND INC    (COM ) 312,000 12,561 0.03%
TRANSOCEAN LTD    (REG SHS) RIG 307,000 265,000 0.03%
SPDR SER TR    (HLTH CR EQUIP) XHE 306,000 4,272 0.03%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 882,310,000 SEC FILING
* Portfolios do not reflect changes after reporting
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